Company lists · Data refreshed September 2026
Top 25 Family office accounting services based in Chicago, United States
RevenueBase identified 71 family office accounting services headquartered in Chicago, United States as of September 2026 and tracks 1,989 professional contacts across them, including 1,237 with verified work emails. New York is the largest hub.
This list covers family office accounting services headquartered in Chicago, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest family office accounting services based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 472 contacts → | ||||
Indirect evidence “Cresset is a firm built by clients, for clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 189 contacts → | ||||
Strong evidence “BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 174 contacts → | ||||
Strong evidence “Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 115 contacts → | ||||
Partial evidence “Prosperity Partners (“Prosperity”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 88 contacts → | ||||
Strong evidence “Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 78 contacts → | ||||
Strong evidence “Family office” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 62 contacts → | ||||
Indirect evidence “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 50 contacts → | ||||
Strong evidence “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 48 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 42 contacts → | ||||
Indirect evidence “Bronswick Benjamin does not see your business or you as a series of tasks.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 38 contacts → | ||||
Indirect evidence “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 32 contacts → | ||||
Strong evidence “Promus is a multi-family office that helps families preserve and grow wealth through the design and implementation of thoughtful investment strategies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 25 contacts → | ||||
Partial evidence “LICCAR is a full-service fund administrator and public accounting firm specializing in fund accounting, financial reporting, investor services, tax preparation, performance…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 20 contacts → | ||||
Partial evidence “Join DB Tax & Accounting, LLC (DBTA) and become part of a dynamic team that thrives on tackling complex tax challenges.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 18 contacts → | ||||
Strong evidence “Stenger Family Office is an independent, fiduciary wealth management firm with offices in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 15 contacts → | ||||
Indirect evidence “Gimbel Abrams & Singer hsa a 70 year tradition of specializing in integrated tax planning, business advisory and financial planning services.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 13 contacts → | ||||
Indirect evidence “For over 50 years, the founders of Altman Advisors and their team have helped to protect and grow the wealth of select clientele, building long-lasting relationships of trust…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 12 contacts → | ||||
Indirect evidence “Madden, Jiganti, Moore & Sheridan LLP provides counsel and service to its clients in the areas of estate planning, estate and trust administration, tax planning, tax compliance…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 11 contacts → | ||||
Indirect evidence “It Really is About So Much More than Just the Numbers.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 9 contacts → | ||||
Partial evidence “Zen Wealth Management Group Inc provides accounting, tax preparation and financial planning services to individuals and small businesses of all sizes.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Indirect evidence “HISTORY Schultz & Chez (“S&C”) has its roots in a firm started on LaSalle Street in 1951 by Jerome Schultz and Lawrence Chez.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 contacts → | ||||
Strong evidence “AssetBlue Investment Group is a single-family office founded in 2016 by Mark and Nasrin Thierer.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Strong evidence “Steven Spector, LLC is an independent boutique tax and accounting firm serving individuals, families and entities.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Partial evidence “Prather Ebner Wilson’s professionals combine their legal, tax, accounting, and litigation experience to assist our clients with estate planning, estate administration, and trust…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office accounting services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office accounting services.
- Partial evidence
- Its own public description names part of family office accounting services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office accounting services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 71 family office accounting services based in Chicago, United States
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Family office accounting services based in Chicago, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 71 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office accounting services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Chicago, United States whose own description of what they do matches “family office accounting services”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office accounting services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among family office accounting services, and records with no verified work email. Companies headquartered outside Chicago are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 1,237 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Family office accounting services by metro in the United States
- Family office accounting services in New York179
- Family office accounting services in Houston76
- Family office accounting services in Dallas74
- Family office accounting services in Chicago71
- Family office accounting services in Atlanta69
- Family office accounting services in Miami66
- Family office accounting services in Los Angeles63
- Family office accounting services in San Diego51
- Family office accounting services in San Francisco49
- Family office accounting services in Austin42
- Family office accounting services in Denver35
- Family office accounting services in Charlotte32
- Family office accounting services in Boca Raton27
- Family office accounting services in Boston26
- Family office accounting services in Irvine26
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office accounting services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many family office accounting services are there based in Chicago, United States?
RevenueBase identified 71 family office accounting services headquartered in Chicago, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Cresset, headquartered in Chicago, tops this list with the largest team on record.
Which city has the most family office accounting services?
New York leads with 179 headquartered companies, followed by Houston (76) and Dallas (74).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,237 verified decision-maker contacts tracked across these 71 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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